AECOM’s (ACM) “Buy” Rating Reaffirmed at Truist Financial

Truist Financial restated their buy rating on shares of AECOM (NYSE:ACM) in a research note released on Wednesday, Marketbeat Ratings reports. They currently have a $109.00 target price on the construction company’s stock, down from their prior target price of $116.00.

ACM has been the topic of several other reports. Robert W. Baird dropped their price target on shares of AECOM from $98.00 to $91.00 and set a “neutral” rating on the stock in a research report on Tuesday. UBS Group boosted their price target on shares of AECOM from $143.00 to $145.00 and gave the stock a “buy” rating in a research report on Tuesday, February 10th. Bank of America lifted their price target on AECOM from $117.00 to $118.00 and gave the stock a “buy” rating in a research note on Tuesday, February 10th. Royal Bank Of Canada lifted their price target on AECOM from $139.00 to $142.00 and gave the stock an “outperform” rating in a research note on Wednesday, February 11th. Finally, Weiss Ratings cut AECOM from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Thursday, January 29th. Nine research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $117.82.

AECOM Price Performance

Shares of AECOM stock opened at $70.70 on Wednesday. The company has a current ratio of 1.10, a quick ratio of 1.10 and a debt-to-equity ratio of 1.08. The company’s 50-day moving average price is $85.91 and its two-hundred day moving average price is $98.33. AECOM has a 52 week low of $67.64 and a 52 week high of $135.52. The stock has a market cap of $9.14 billion, a PE ratio of 18.46, a price-to-earnings-growth ratio of 0.86 and a beta of 1.00.

AECOM (NYSE:ACM) last issued its quarterly earnings results on Monday, May 11th. The construction company reported $1.59 EPS for the quarter, topping the consensus estimate of $1.58 by $0.01. AECOM had a net margin of 3.16% and a return on equity of 28.15%. The firm had revenue of $3.80 billion for the quarter, compared to analysts’ expectations of $1.94 billion. During the same period in the previous year, the business earned $1.25 earnings per share. AECOM’s revenue for the quarter was up 4.4% compared to the same quarter last year. AECOM has set its FY 2026 guidance at 5.900-6.100 EPS. As a group, sell-side analysts anticipate that AECOM will post 6.02 EPS for the current fiscal year.

AECOM Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, April 17th. Investors of record on Wednesday, April 1st were paid a $0.31 dividend. The ex-dividend date of this dividend was Wednesday, April 1st. This represents a $1.24 dividend on an annualized basis and a yield of 1.8%. AECOM’s dividend payout ratio (DPR) is currently 32.38%.

Hedge Funds Weigh In On AECOM

A number of institutional investors have recently bought and sold shares of the stock. Vanguard Personalized Indexing Management LLC increased its stake in AECOM by 0.6% in the 3rd quarter. Vanguard Personalized Indexing Management LLC now owns 13,124 shares of the construction company’s stock worth $1,712,000 after purchasing an additional 77 shares in the last quarter. Deseret Mutual Benefit Administrators grew its stake in AECOM by 10.8% during the 3rd quarter. Deseret Mutual Benefit Administrators now owns 997 shares of the construction company’s stock valued at $130,000 after acquiring an additional 97 shares in the last quarter. TD Asset Management Inc grew its stake in AECOM by 0.7% during the 3rd quarter. TD Asset Management Inc now owns 15,278 shares of the construction company’s stock valued at $1,993,000 after acquiring an additional 99 shares in the last quarter. Northwestern Mutual Investment Management Company LLC grew its stake in AECOM by 0.4% during the 4th quarter. Northwestern Mutual Investment Management Company LLC now owns 29,634 shares of the construction company’s stock valued at $2,825,000 after acquiring an additional 113 shares in the last quarter. Finally, Bank Julius Baer & Co. Ltd Zurich grew its stake in AECOM by 12.3% during the 4th quarter. Bank Julius Baer & Co. Ltd Zurich now owns 1,089 shares of the construction company’s stock valued at $104,000 after acquiring an additional 119 shares in the last quarter. Hedge funds and other institutional investors own 85.41% of the company’s stock.

Key Headlines Impacting AECOM

Here are the key news stories impacting AECOM this week:

• Positive Sentiment: AECOM announced it was selected by the New Jersey Turnpike Authority for a new five-year master services agreement, adding another infrastructure-focused contract that supports its long-term project pipeline. AECOM selected by New Jersey Turnpike Authority to provide general consulting engineering services
• Positive Sentiment: The company’s Q2 results were viewed favorably, with earnings beating estimates and backlog increasing year over year, reinforcing confidence in AECOM’s execution and infrastructure demand trends. AECOM Stock Up as Q2 Earnings Beat Estimates, Backlog Increases Y/Y
• Positive Sentiment: Several market commentary pieces highlighted AECOM as oversold and potentially undervalued after its recent pullback, which may be encouraging dip-buying interest. Down 17.8% in 4 Weeks, Here’s Why You Should You Buy the Dip in Aecom (ACM)
• Neutral Sentiment: Truist reaffirmed its buy rating but lowered its price target to $109 from $116, signaling continued optimism while becoming slightly less aggressive on valuation. AECOM price target update by Truist Financial Corporation
• Neutral Sentiment: Citigroup also cut its target to $98 from $130 but kept a buy rating, indicating the stock still has meaningful upside despite a more cautious outlook. AECOM price target lowered by Citigroup Inc.
• Neutral Sentiment: Additional Zacks commentary flagged AECOM as a growth and value candidate, but these pieces were largely style/valuation commentary rather than new fundamental developments. Here’s Why Aecom Technology (ACM) is a Strong Growth Stock

About AECOM

AECOM is a multinational infrastructure consulting firm that provides a broad range of professional technical and management services. Its core offerings include architecture and engineering design, program and construction management, environmental remediation and consulting, and operations and maintenance support. The company works across the full project lifecycle from planning and design through construction and long‑term asset management.

AECOM serves public- and private-sector clients in major built-environment markets, including transportation (roads, bridges, rail, airports), water and wastewater systems, buildings and places, energy and power, and environmental services.